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INSI

Insight Select Income Fund

Delisted

INSI was delisted on the 31st of January, 2025.

33 hedge funds and large institutions have $48.4M invested in Insight Select Income Fund in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $44.7M → $48.4M (+$3.73M)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

18% less funds holding

Funds holding: 4033 (-7)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 7

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$21.3M +$972K +48,598 +5%
Wells Fargo
2
Wells Fargo
California
$12.6M +$2.8M +140,253 +29%
MRCM
3
M&R Capital Management
New Jersey
$3.25M
Invesco
4
Invesco
Georgia
$2.53M -$88.2K -4,410 -3%
UBS Group
5
UBS Group
Switzerland
$1.61M +$83.8K +4,192 +6%
GC
6
Guggenheim Capital
Illinois
$1.21M -$54.5K -2,724 -4%
PMG
7
ProVise Management Group
Florida
$1.06M +$376K +18,795 +55%
WA
8
WealthTrust Axiom
Pennsylvania
$805K
SI
9
SII Investments
Wisconsin
$738K -$16K -800 -2%
Morgan Stanley
10
Morgan Stanley
New York
$613K -$3.7K -185 -0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$562K -$60.1K -3,004 -10%
Bank of America
12
Bank of America
North Carolina
$429K -$17.8K -889 -4%
SMH
13
Sanders Morris Harris
Texas
$396K
Stifel Financial
14
Stifel Financial
Missouri
$260K +$42.8K +2,143 +20%
LPL Financial
15
LPL Financial
California
$222K +$4.78K +239 +2%
PVWM
16
Point View Wealth Management
New Jersey
$219K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$119K
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$72K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$70K +$3K +150 +4%
FHA
20
First Horizon Advisors
Tennessee
$60K
US Bancorp
21
US Bancorp
Minnesota
$60K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$55K
Citigroup
23
Citigroup
New York
$42K -$403K -20,168 -91%
NFG
24
Next Financial Group
Texas
$26K
IA
25
IFP Advisors
Florida
$24K

INSI Hedge Fund Activity: Q3 2017 in Review

33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2017, worth a combined $48.4M — up 8.3% from $44.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of INSI and 0 opened new positions — a net loss of 7 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $2.8M. The largest seller was Citigroup, cutting an estimated $403K.

  • 33 institutional investors held Insight Select Income Fund (INSI) as of Q3 2017, down from 40 in Q2 2017.
  • Funds reported $48.4M of Insight Select Income Fund stock for Q3 2017, up 8.3% quarter-over-quarter.
  • 0 funds opened new Insight Select Income Fund positions in Q3 2017 and 7 closed out, a net change of -7 holders.
  • The largest Insight Select Income Fund buyer in Q3 2017 was Wells Fargo, an estimated $2.8M added.
  • The largest Insight Select Income Fund seller in Q3 2017 was Citigroup, an estimated $403K sold.

Based on aggregated 13F filings for Q3 2017.